Our annual fees start at 0.325% with an account balance as low as $5,000.

No trading fees.

You don’t have to worry about transaction charges because there aren’t any for this account to buy and sell. There are also no transfer fees, and you aren’t charged for making withdrawals or deposits into your account.

Automatic tax loss harvesting.

HHWM Direct powered by Schwab automatically finds and harvests tax losses where appropriate to help create additional positive returns and performance for client portfolios. These checks are done on a daily basis.

Portfolio rebalancing.

Our platform rebalances your account automatically with no added cost to you.

All of your investments in one place.

The Henry+Horne Wealth Management aggregation tool lets you see all of your external investment accounts on one common screen.

Customized advice available.

If you decide you want a more hands on approach from our professional advisors with your investing, our team provides comprehensive advice, even for your accounts outside of HHWM Direct. It’s easy to get in touch with us via email or phone.

Prepare for life transitions.

Whether you’re dealing with a divorce, the unexpected death of a loved one or planning for your retirement, life throws you a lot of curveballs. Reach out to our advisors any time for support and to figure out the best path forward for you.

As your account balance grows, we designed a system where your fees will go down.

Family Household Assets Under Management HHWM Fee
Up to $100,000 0.325%
$100,001 to $250,000 0.30%
$250,000 to $500,000 0.25%
Above $500,000 0.20%

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